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Associate Personal Account Manager

3 months ago

Toronto, Ontario, Canada Rapport Credit Union Full time

Associate Personal Account Manager

Position Summary


As an Associate Personal Account Manager (APAM) you will be responsible for providing exceptional service to our members by providing prompt, courteous, and knowledgeable service.

The incumbent will promote Rapport's membership and market account usage by offering a full range of financial services, including investments, with an emphasis on loans and mortgages.

We're looking for an individual who has a keen attention to detail, organized and is able to manage their time effectively.


Key Responsibilities

  • Promotes, sells and delivers a full range of personal banking products and services with an emphasis on consumer loans, mortgages, lines of credits, deposit and investments products including other credit union services.
  • Interviews loan and mortgage applicants, analyzes financial information, assesses credit and ensure they are in accordance with legislation and credit union policy.
  • Provides support to frontline staff on member enquiries pertaining to credit union products and services.
  • Participates in marketing sales related business development activities by actively soliciting membership growth opportunities by following up on staff referrals, sales initiatives and member inquiries. Conducts proactive outbound calls.
  • Resolves complex problems and member complaints to ensure the needs of members and the credit union are met.
  • Performs other duties as assigned.

Qualifications

  • Postsecondary education in business, finance or marketing (or equivalent work experience).
  • Experience in a sales position in a financial institution.
  • Excellent influential/interviewing skills with proven relationship building skills.
  • Demonstrated product knowledge in the following areas: Investments; Personal lending products and practices and procedures; and Marketing.
  • Superior communication, presentation and telephone skills with excellent organizational and time management skills.
  • Flexibility to travel to other branches if required.

Job Types:
Full-time, Permanent

Benefits:

  • Company pension
  • Employee assistance program
  • Extended health care

Schedule:

  • 8 hour shift
  • Monday to Friday

Education:

  • Secondary School (preferred)

Experience:

- banking/financial services: 1 year (required)
- customer service: 3 years (required)

Ability to Commute:

  • Toronto, ON M4Y 3B3 (required)

Willingness to travel:

  • 25% (preferred)

Work Location:
In person